Disciplined Leadership Approach™
Bottom Up – Finding the Right Candidates
- In tandem with the top-down process, fundamental analysis is conducted on a daily basis to identify leading investment candidates
- Ranking process based on a variety of quantitative and qualitative assessments applied daily to both portfolio and broad investment universe
- Once identified, securities undergo further due diligence, including management interviews
- Screening process to identify securities undergoing positive change – good and getting better, not broken and getting fixed
- In accordance with our top-down analysis, representative candidates are identified from our “farm team” and positions are added slowly as portfolios are transitioned
Once added, allocations are increased only on a price advance, never on a price decline
